Building a Culture of Financial Confidence
50% of employees don’t believe their employer cares about them*. Learn how to fix that.
Following our popular demand for ITA’s white paper/employer guide The Benefits of Building a Culture of Financial Confidence, ITA Associate Member Sean Condon of Windgate Wealth Management will present the key concepts, metrics and incentives needed to curate your company’s culture for growth.
Topics covered:
• The rise of the “distracted employee” and why employee benefits are no longer an HR issue but a business issue.
• How to incentivize employees with profit sharing, ESOPs and retirement plans that align personal success with business growth
• Strategies for offering benefits beyond health care and ping-pong tables to invest in the financial confidence of your people
* PWC Employee Financial Wellness Survey, 2016
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Sean joined Windgate Wealth Management in 2006. As a CERTIFIED FINANCIAL PLANNER™, he works in a technically competent manner to reduce clients’ anxiety about money issues. As a Registered Investment Advisor, he acts as a fiduciary which means always putting our clients’ best interests first. Part of an employee-owned team, Sean takes an owner’s approach and does his best to understand the many elements of our clients’ own entrepreneurial journeys. Sean has more than ten years of experience in the investment industry and has contributed to USA Today – Personal Finance.
Sean serves on the board of the Firefighters Pension of River Forest, IL, where he lives with his wife and three children.
Registered Investment Advisor (RIA) does not imply any endorsement by the Securities Exchange Commission or any other regulator agency.
